# PATHFINDER WEALTH ADVISORS LLC

PATHFINDER WEALTH ADVISORS LLC of MAYFIELD HEIGHTS, OH is an SEC-registered investment adviser.

## Registration

- CRD: 173676
- Type: SEC-registered investment adviser
- SEC file number: 801-119941
- Location: 6120 PARKLAND BLVD., SUITE 225, MAYFIELD HEIGHTS, OH, 44124
- Phone: 216-533-0463
- Latest filing: 2026-03-28
- Regulatory AUM: $95.2M
- Discretionary AUM: $95.1M
- Non-discretionary AUM: $158K
- Clients: 1
- Accounts: 141

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| MCCANDLESS MARK JOSEPH | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| TROTTA JOSEPHINE LASPINA | CHIEF INVESTMENT OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER | — |
| McCandless Leona Mary | TRUSTEE - MARK J. MCCANDLESS RESTATEMENT OF TRUST DTD 7/21/2011 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173676/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173676/similar
- Related entities: https://search.stillhousedata.com/firm/173676/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173676

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.